Anic Equity¶
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Total return since start: 0.572 %¶
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Equity now: -----------------------------> 48021.86 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46626.98 Kr¶
PnL: ---------------------------------------> -261.59 Kr¶
DD now: ---------------------------------> -1.25 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-16 17:23:52.724688'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | 2.630000 | 2866.500000 | 230.500000 | 8.740000 | 2636.000010 |
| Beijer Electronics Group | 26 | 0.660000 | 3156.400000 | 185.400000 | 6.240000 | 2971.000006 |
| Corem Property Group B | 59 | 6.610000 | 685.580000 | 108.580000 | 18.820000 | 576.999999 |
| Samhällsbyggnadsbo. i Norden B | 20 | 7.620000 | 457.400000 | 102.400000 | 28.850000 | 355.000000 |
| HMS Networks | 2 | 0.650000 | 716.600000 | 43.600000 | 6.480000 | 673.000000 |
| FM Mattsson Mora Group B | 50 | 0.680000 | 2970.000000 | 43.000000 | 1.470000 | 2927.000000 |
| Boozt | 12 | 1.290000 | 1692.000000 | 38.000000 | 2.300000 | 1653.999996 |
| Midsona B | 63 | 2.660000 | 607.950000 | 24.950000 | 4.280000 | 582.999984 |
| Samhällsbyggnadsbo. i Norden D | 12 | 3.890000 | 269.280000 | 23.280000 | 9.460000 | 246.000000 |
| OEM International B | 7 | 2.220000 | 548.800000 | 20.800000 | 3.940000 | 527.999997 |
| Nordea Bank Abp | 29 | 0.720000 | 3474.200000 | 20.200000 | 0.580000 | 3453.999992 |
| Fastighetsbolag. Emilshus Pref | 21 | 3.550000 | 581.700000 | 19.700000 | 3.510000 | 562.000005 |
| Intrum | 4 | 2.370000 | 545.000000 | 18.000000 | 3.420000 | 527.000000 |
| Karnov Group | 9 | 0.160000 | 552.600000 | 16.600000 | 3.100000 | 536.000004 |
| Coor Service Management Hold. | 8 | 0.440000 | 548.400000 | 16.400000 | 3.080000 | 532.000000 |
| MedCap | 2 | 3.070000 | 437.000000 | 16.000000 | 3.800000 | 421.000000 |
| Essity A | 4 | 0.520000 | 1164.000000 | 15.000000 | 1.310000 | 1149.000000 |
| Eastnine | 4 | 0.000000 | 505.600000 | 14.600000 | 2.970000 | 491.000000 |
| CTEK | 13 | 5.300000 | 545.350000 | 11.350000 | 2.130000 | 533.999999 |
| Norva24 Group | 16 | 0.120000 | 553.920000 | 10.920000 | 2.010000 | 543.000000 |
| Resurs Holding | 22 | -0.230000 | 583.660000 | 9.660000 | 1.680000 | 573.999998 |
| Essity B | 2 | 1.010000 | 582.200000 | 8.200000 | 1.430000 | 574.000000 |
| AcadeMedia | 12 | 0.600000 | 564.720000 | 7.720000 | 1.390000 | 557.000004 |
| Handelsbanken A | 5 | 0.550000 | 548.750000 | 2.750000 | 0.500000 | 546.000000 |
| Creaspac SPAC | 6 | -0.100000 | 578.400000 | 1.400000 | 0.240000 | 577.000002 |
| Swedbank A | 3 | 0.670000 | 564.750000 | 0.750000 | 0.130000 | 564.000000 |
| Securitas B | 6 | 1.150000 | 570.120000 | 0.120000 | 0.020000 | 570.000000 |
| SAAB B | 8 | 1.390000 | 3328.000000 | -49.000000 | -1.450000 | 3377.000000 |
| International Petroleum Corp. | 5 | 2.980000 | 536.000000 | -58.570000 | -9.850000 | 594.565215 |
| Sampo Oyj SDB | 7 | 0.740000 | 3790.500000 | -59.500000 | -1.550000 | 3850.000000 |
| Vivesto | 1368 | 2.560000 | 547.200000 | -65.800000 | -10.730000 | 612.999432 |
| OX2 | 18 | -2.050000 | 1503.000000 | -161.000000 | -9.680000 | 1663.999992 |
| Axfood | 13 | 0.770000 | 3582.800000 | -173.200000 | -4.610000 | 3756.000001 |
| Ovzon | 52 | 1.220000 | 3031.600000 | -330.400000 | -9.830000 | 3361.999992 |
| Fasadgruppen Group | 35 | -0.810000 | 3437.000000 | -374.000000 | -9.810000 | 3810.999990 |
| TOTAL | 46626.980000 | -261.590000 | -1.25032% | 46888.564618 |
Updated:¶
'2023-01-16 17:24:05.103041'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
